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2022 5th Annual

Private Care Symposium

October 19-20, 2022
Hollywood Beach Marriott
Hollywood, Florida

Register  |  Venue  |  Schedule  |  Speakers  |  Sponsor

The Event

The Home Care Association of Florida (HCAF) hosts the annual Private Care Symposium, a full-day professional development program with tactics, tidbits, and treats for private pay home care providers.

This year's program will begin with a reception on the evening of Wednesday, October 19, followed by a full day of sessions and networking opportunities on Thursday, October 20.

Please register to join an impressive array of industry leaders and influencers for this one-of-a-kind experience!


Hollywood Beach Marriott
2501 North Ocean Drive
Hollywood, Florida 33019

The endless natural beauty of Florida's east coast is vividly on display at Hollywood Beach Marriott, a leading oceanfront Hollywood Beach hotel. Perfectly positioned on the beach and steps away from the boardwalk, known as the Broadwalk, the hotel offers guests an impeccable location from which to explore the area. Visit Gulfstream Park or Anne Kolb Nature Center, or take advantage of our bicycles and bike over to dozens of nearby restaurants, entertainment venues, and shops. Guests relish in perks like free high-speed WiFi, deluxe bedding, and stunning beach views. When hunger strikes, visit Latitudes, the onsite restaurant that serves fresh Florida cuisine, or simply lounge by the oceanfront pool.

HCAF has secured a discounted group rate of $159 per night for oceanfront and partial ocean view guest rooms (plus 13% tax). This discounted group rate is available October 17-20. The optional amenity package costs $10 per night plus tax and includes the following:

  • Two (2)-hour complimentary bicycle rental (based on availability, first come first serve)
  • Two (2) welcome drinks during your hotel stay at the hotel bar
  • Two (2) bottles of water in the guest rooms daily
  • Pool towels
  • WiFi internet service in all guest rooms and hotel public areas
  • Daily snacks in the pool area
  • One (1) welcome champagne toast on check-in day, flavored water, and/or snacks in the lobby

Self-parking for attendees will be discounted from $30 per night to $10 per day/overnight.

The deadline to book your stay at the group rate is Friday, October 7. Any unreserved rooms by this date will be released back into general inventory and reservations will be accepted on a space and rate available basis.


Wednesday, October 19

Onsite registration and attendee check-in will open at 4:30 PM on the Outdoor Broadwalk located behind the Hollywood Beach Marriott. Please stop by to retrieve attendee materials and name badge before the welcome reception.

5:30-6:30 PM
Welcome Reception

The Private Care Symposium will kick off with a welcome reception on Wednesday, October 19 at 5:30 PM on Hollywood Beach's famous Broadwalk on the ocean. Please join us and network with fellow attendees, speakers, and sponsors!

Thursday, October 20

Registration and attendee check-in begin at 7:00 AM in the Grand Ballroom foyer. There will be a traditional country breakfast provided.

8:00-9:00 AM
State of Private Duty

Michelle Rogers, Health First Homecare, Private Duty & Staffing Services

This is an exciting time for the Private Duty home care sector. In this kickoff session, Michelle Rogers will welcome attendees and set the tone for a motivating, educating, and engaging program. The presentation will include an overview of our industry, issues, challenges, and statistics, as well as what HCAF can and is doing to help providers.

9:00-10:00 AM
Nurse Delegation: Compliance vs. Liability

Nancy Allen, Solutions for Care, Inc.

In this session, attendees will learn how to comply with Florida's new nurse delegation regulations while avoiding liability for your agency and workers. Are you prepared to allow home health aides and certified nursing assistants (CNAs) to provide skilled services unsupervised in the home of a patient/client? Are your nurses comfortable with allowing a paraprofessional to provide these services under their license? While this concept may be new to Florida's home care providers, it is not a novel concept in the industry. This practice has been around for years in Texas. In the absence of knowledge and preparation, the nurse delegation regulations can be a minefield for providers to navigate.


10:30 AM-12:00 PM
Compliance Updates & Best Practices

Christina Crumbley, Tidal Healthcare Consulting, LLC

This session focuses on the top survey deficiencies for Private Duty agencies, how to make your care plans compliant to pass a surveyor's scrutiny, and how to avoid Department of Labor issues. Further, this session will examine how the $15 minimum wage for Medicaid workers will impact Private Duty agencies, guiding how to pay workers who care for patients and clients from various payers.

12:00-1:00 PM
Lunch With a Legislator

Special guest Representative John Snyder (R-Palm City) is a member of the Florida House of Representatives, elected in 2020 to represent the 82nd district, which covers portions of Palm Beach County and Martin County. Born and raised in Martin County, John attended Indiana Wesleyan University, where he graduated with a Bachelor’s degree in Marketing.

Representative Snyder honorably served in the U.S. Marine Corp and was deployed to Afghanistan in support of Operation Enduring Freedom. In 2015, Representative Snyder founded ESI Works, a recruiting and payroll company that specializes in health care and education staffing. He serves on seven committees in the House, including the Professions and Public Health Subcommittee (Vice Chair), the Health Care Appropriations Subcommittee, and the Pandemics & Public Emergencies Committee. His legislative experience and close proximity to the industry — his brother owns and operates a Private Duty home care agency — give him a unique perspective on the issues and challenges facing providers.

He currently resides in Stuart with his wife, Brittany, and their two daughters.

1:00-2:00 PM
Why Recruit When You Can Retain?

John Dalton, Optimum RTS

During a crisis, sometimes we need a reminder to nurture those fighting alongside us in the foxhole. In this engaging session, John Dalton will focus on techniques to try to keep your existing staff bonded with your company as if they were owners. We will discuss leadership styles, incentives, and other ways to empower your team and create loyalty. We will explore the costs of turnover versus the advantages of retention; provide some tools to empower your employees and create loyalty; describe some helpful financial and emotional incentives; explain how to enact discipline through disappointment; and question whether everyone is worth retaining…and then help you put it all to work for your agency!

2:00-3:00 PM
To Be or Not to Be: Is Medicare Certification Right for My Agency?

Margherita Labson, McLabson Consult Ed

You're approaching a fork in the road. How should your agency comply with the revised Medicaid enrollment requirements? Should you apply for Medicare/Medicaid deemed status or open a nurse registry? In this session, we'll explore what criteria agency owners should consider before achieving and maintaining Medicare certification, and how accreditation fits into the equation. Margherita Labson, a home health and hospice consultant, will use her extensive accreditation experience to explain the accreditation process and requirements, the six critical questions to help you make the right choice, and provide helpful resources to guide providers.


3:30-4:30 PM
Balancing Work Boundaries and Productivity

Greg Henderson, Whirks

After Labor Day, schedules fill up with new routines and commitments. When your schedule fills up, work doesn't just disappear. Our closing session will feature Greg Henderson discussing the importance of setting boundaries when it comes to managing your work-life balance. Find out what boundary-setting responsibilities lie with employees and which should be handled by the leadership team.

4:30 PM
Closing Remarks

Bobby Lolley & Renee Bush, Home Care Association of Florida




Nancy Allen

  • Chief Executive Officer & Owner, Solutions for Care, Inc.

Nancy E. Allen, BSN, RNC, CMC, is the Chief Executive Officer and owner of Solutions for Care, Inc., a consulting company specializing in community-based health care and care management. Nancy’s passion includes assisting providers to develop effective operations for compliance to deliver quantifiable outcome-driven patient care. Her many years of experience include clinical, administrative, provider, and 10 years as a state and accreditation surveyor. Nancy is certified as a Clinical Specialist in Home Health, Care Management, and as a Long-Term Care Surveyor. Nancy has served as a Corporate Integrity Monitor for the Office of Inspector General and as a Medicare Hearing Officer for the Centers for Medicare & Medicaid Services (CMS) Medicare Fair Hearing Department where she conducted and adjudicated federal administrative hearings.

With a team from the University of Hawaii, Nancy serves as an educator and resource in the development of community-based health care in the Pacific islands of the Republic of Palau and American Samoa. Nancy is a contributing author to the Handbook for Home Health Administration and numerous other articles in national home care publications. Her recently updated book, Survivor! Ten Practical Steps to Survey Survival, has helped many achieve deficiency-free surveys.

Renee Bush

Renee Bush

  • Director of Private Duty Services, Home Care Association of Florida

Renee Bush, MSM-HA, CPC, has more than 25 years of experience across health care, operational management, public policy, regulatory compliance, process improvement, quality assurance, and sales and marketing. Her previous experience includes serving as CEO of a network of eight Federally Qualified Community Health Centers (FQHCs) in Northeast Florida for nearly a decade and serving as chief of staff to a Florida state legislator before that. These and other experiences have kept her in touch with Medicare and Medicaid officials; Medicare Advantage, Accountable Care Organization (ACO), and other managed care plan administrators; and accrediting body representatives.

Renee holds a bachelor’s degree from the University of Florida as well as a Master of Science in Management and Healthcare Administration (cum laude) from Troy University. She earned certificates from the Bank of America Institute for Women's Entrepreneurship at Cornell University and the National Institute of Health (NIH)/Morehouse School of Medicine's Community Health Worker program. In addition, she holds a national certification in Health Center Governance from the National Association of Community Health Centers (NACHC) and is certified as a Certified Procedural Coder by the American Academy of Procedural Coders.

Assoc Christina Crumbley

Christina Crumbley

  • Chief Operating Officer, Tidal Healthcare Consulting, LLC

Christina Crumbley, RN, MSN, is the Chief Operating Officer at Tidal Healthcare Consulting, LLC. She has over 30 years of experience in home health operations, quality assurance/performance improvement, clinical management, finance, and business development, including 26 years in leadership positions. Through her company, Tidal Healthcare Consulting, LLC, she has provided consulting services focusing on home health operational and clinical management, ICD-10 coding, and OASIS review, as well as an emphasis on education. In her role as a contract surveyor for the Accreditation for Commission for Health Care (ACHC), she performs surveys across the country for home health and private duty agencies.


John Dalton

  • Chief Financial Officer, Mentor, Trainer & Entrepreneur, Optimum RTS

As a seasoned sales professional and national trainer for Heartland Home Health and Home & Hospice Advantage, John E. Dalton has developed a clear understanding of each personality type and its influencing factors related to learning. This experience has not only led him to understand his audience when presenting material, but it has also provided him with the insight to explain the key factors of each unique generation in the workforce.


Greg Henderson

  • Director of People Services, Whirks

Greg Henderson brings over 20 years of military experience and operational knowledge into working first-hand with his clients as the HRO Manager at Whirks. He is engaged in helping small business owners establish awe-inspiring organizations by enhancing their HR solutions to provide purpose, direction, and motivation through an innovative and personable approach. Greg was recently invited to be a member of the exclusive Forbes Human Resources Council and is a regular editorial contributor for Forbes. Host of a weekly LinkedIn video series called From Boots to Loafers, Greg draws on his past military leadership as a focal point for today’s leaders. Greg has a passion to help small business owners achieve their goals which continue to fuel Whirks' mission for its clients and itself, to get one step better every day. Greg is married to Amanda and they have five children. When he is not in the office, Greg enjoys spending time with his family, traveling, and going on daily adventures.


Margherita Labson

  • President, McLabson Consult Ed

Margherita C. Labson, BSN, MS, CPHQ, CCM, is a veteran health care professional and registered nurse who has specialized in the provision of health care services in the home since 1977 from multi-operational and academic perspectives. She is an experienced lecturer and educator as well as a published author. In 2020, she concluded her career with The Joint Commission after serving 25 years first as a representative in the surveyor cadre and then 14 years as the Executive Director of the Home Care Program. She has continually served as a member of various expert technical review panels, advisory, and steering committees for the Home Health Quality Initiative (HHQI), the Center for Home Care Policy and Research of the VNSNY, the Centers for Medicare and Medicaid (CMS), the Association for the Advancement of Medical Instrumentation (AAMI), and others. She is the President MCLabson Consult Ed, servicing the home care industry.

Bobby Lolley

Bobby Lolley

  • Executive Director, Home Care Association of Florida

Bobby Lolley, RN, is HCAF’s Executive Director. He has worked in the home care industry for more than 20 years. His home care experience ranges from being a per diem staff nurse providing care to patients in a small rural community, to a regional director for a large national chain. He often says he has done just about every job there is in the home care sector, but still remembers his first home visit: “I was standing there in this little old lady's house and a feeling came over me that I had finally come home — I knew then and there this would be where I would spend the remainder of my professional life.” His faith and passion for home care have never wavered since. Bobby graduated cum laude from Valdosta State University in 1992 with a Bachelor of Science in Nursing.


Michelle Rogers

  • System Director, Health First Homecare, Private Duty & Staffing Services

Currently serving as the System Director for Health First Homecare, Private Duty, and Staffing Services, Michelle Rogers brings over 30 years of homecare leadership experience to the industry. As an associate of Health First, Inc. for over 23 years, Michelle also held a corporate role, overseeing the Outpatient and Wellness Division which included hospice, home health, Private Duty, medical equipment, family pharmacy, and several others. Prior to joining Health First, Michelle served as Senior Operations Director of Shands HomeCare, where she managed 17 home health offices across Florida. Michelle holds a Master’s degree in Health Care Administration and undergraduate degrees in Management and Marketing. She has served on the HCAF Board of Directors as the Private Duty representative and currently serves as the District 9 Representative.

HCAF welcomes sponsors to help support the 5th Annual Private Care Symposium. In addition to sponsor packages, à la carte options are also available. Space is limited and some benefits are based on the order of commitment, so secure your sponsorship now!

Sponsor fees listed below are applicable to HCAF members only. Prospective members may sponsor and advertise at double the listed rates. Click here to learn about membership. For more information, please contact us.

All package sponsors will receive attendee registration lists via email on October 12 and October 27. Access to electrical power may not be available. Standard WiFi access is available free of charge.

Donate a Prize for the Event Raffle!

Prize announcements will be included in attendee materials and event-related email promotions. Attendees earn raffle entries only by networking with sponsors at the welcome reception on October 19 or by visiting with sponsors at their reserved table during the program on October 20. Prizes will be awarded throughout the day of the program. Participating sponsors will have the opportunity to draw a winner from among the raffle tickets that HCAF staff will collect. A sponsor representative is welcome to announce the winner and award them with their prize. To participate, please contact Patti Heid at

This package is valued at over $3,000 and includes the following perks:

  • Tabletop display inside the session room during breakfast, lunch, and the morning and afternoon breaks (valued at $2,000).
  • Complimentary registration for one (1) organization representative to attend the event (valued at $229).
  • Organization logo linked to the website of the sponsor's choice to be featured on all event-related email promotions (valued at $500).
  • Organization logo linked to the website of the sponsor's choice on the event website and registration webpage (valued at $200).
  • Organization logo featured in looping slideshow/video to be displayed between sessions (valued at $100).
  • Recognition in a handout that acknowledges the level of sponsorship to be distributed to all attendees (valued at $50).
  • Organization logo featured on event signage to be displayed in the registration (valued at $200).
  • Complimentary attendance for one (1) organization representative at the welcome reception (Wednesday, October 19, 5:30-6:30 PM, Outdoor Broadwalk). Additional organization representatives are welcome to join the reception at a cost of $100 per person.
  • Access to pre- and post-event attendee lists to be distributed on October 12 and October 27.

This package is valued at over $5,000 and includes all the perks of the Silver package plus:

  • Organization logo on signage to recognize the level of sponsorship displayed during morning and afternoon breaks (valued at $1,000).
  • Full-page promotional flyer to be distributed to all attendees. The sponsor is responsible for printing and shipping the promotional flyers to HCAF (valued at $250).
  • Placement of a branded promotional item (organization ships to HCAF) on either the registration tables or session tables. Branded items could include, but are not limited to, name badge lanyards, pens, pads of paper, mints, etc., and are honored on a first-to-commit basis (valued at $250).
  • Half-page black and white advertisement and organization logo in the handout booklet provided to all attendees. The artwork must be received by October 5. Preferential placement of artwork will be based on the level of sponsorship and the date the artwork is received (valued at $500).
  • One (1) additional complimentary registration, for a total of two (2) organization representatives. These registrations are transferable (valued at $229).
  • Placement of the organization's pop-up banner within the registration area or session room (valued at $250).
  • Complimentary attendance for one (1) additional organization representative at the welcome reception (Wednesday, October 19, 5:30-6:30 PM, Outdoor Broadwalk). Additional organization representatives are welcome to join the reception at a cost of $100 per person.

This package is valued at over $8,000 and includes all the perks of the Gold and Silver packages plus:

  • Opportunity to introduce one (1) session speaker, based on availability and order of sponsorship commitment. The organization is welcome to provide a brief promotional video (1-2 minutes; must be received by October 14) to be featured before the introduction (priceless exposure and brand awareness opportunity!).
  • Full-page black and white advertisement and organization logo in the handout booklet provided to all attendees. The artwork must be received by October 5. Preferential placement of artwork will be based on the level of sponsorship and the date the artwork is received (valued at $750).
  • Organization logo (full color) featured on the cover page of the handout booklet provided for all attendees. The artwork must be received by October 5. Preferential placement of artwork will be based on the level of sponsorship and the date the artwork is received.
  • Opportunity to be a featured speaker at an upcoming Private Duty Lunch Chat webinar. The first organization to secure a Platinum package will be given the coveted featured speaker slot for our November 2022 event, which HCAF staff will announce at the event and recognize the organization's level of sponsorship (priceless exposure and brand awareness opportunity!).
  • Organization logo on signage to recognize the level of sponsorship displayed during breakfast and lunch (valued at $3,000).
  • Organization logo featured on printed registration forms, which attendees must complete at check-in (valued at $50).
  • Organization logo featured on podium signage.
  • Opportunity to be a "featured blogger” to showcase the organization as an industry leader on a relevant topic that is agreed upon by HCAF and the organization. The article will be featured in event-related email promotions and on this website. (priceless exposure and brand awareness opportunity!).
  • Two (2) additional complimentary registrations, for a total of three (3) organization representatives to attend the event. These registrations are transferable (valued at $458).
  • Complimentary attendance for one (1) additional organization representative, for a total of three (3), at the welcome reception (Wednesday, October 19, 5:30-6:30 PM, Outdoor Broadwalk). Additional organization representatives are welcome to join the reception at a cost of $100 per person.
  • Early access to select exhibitor booth location at the HomeCareCon 34th Annual Conference & Trade Show (Summer 2023 in Orlando) based on the timing of commitment to sponsor this event.

Payment & Cancellation Policy

Cancellations must be made in writing or by email to Julia Heath at on or before October 5 to receive a refund minus a 30% administrative fee. No cancellation refunds will be made after that date, and all outstanding balances will be due in full.

Registration & Fees

Register online or call (850) 222-8967 to register by phone. HCAF members receive a discount on registration! Please log in to your profile before registering to receive the discount. Registration rates increase by $50 after October 4. By registering for this event, you are agreeing to our payments, cancellation, and substitution policies.

Private Duty, Associate & Combination Members


Certified Members


Prospective Members